Century Worth research
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Century Worth research
Retrieving a bounded, validated view from the Century Worth API.
Chronological record
Assessments are ordered by event date when known. Each item identifies when Century Worth first observed its evidence and whether the record was reconstructed later.
As known on . Later knowledge is excluded.
Event date Assessment published First observed
One month after launch, Klarna's OpenAI-powered assistant had handled 2.3M chats — two-thirds of customer-service volume, equivalent to 700 full-time agents — and was projected to lift 2024 profit by about $40M.
“It is doing the equivalent work of 700 full-time agents”Klarna · source published 2024-02-27Open evidence and decision trail
Event date Assessment published First observed
AMD launched its Instinct MI300 data-center accelerators for generative AI and LLM training and inference, giving it a credible challenger to Nvidia and landing large cloud customers.
“AMD Instinct MI300 Series accelerators are designed with our most advanced technologies, delivering leadership performance, and will be in large scale cloud and enterprise deployments.”AMD · source published 2023-12-06
Evidence coverage
Event date Assessment published First observed
MongoDB brought Atlas Vector Search to general availability, positioning its operational database as a platform for building generative-AI applications on an organization's own data.
“MongoDB Atlas Vector Search simplifies bringing generative AI and semantic search capabilities into real-time applications for highly engaging and customized end-user experiences using an organization's operational data.”MongoDB · source published 2023-12-04Open evidence and decision trail
Event date Assessment published First observed
Palantir cited unprecedented demand for its newly launched Artificial Intelligence Platform (AIP), which drove a surge in U.S. commercial customers and re-rated the company as an AI winner.
“The depth of engagement with and demand for our new Artificial Intelligence Platform (AIP) is without precedent.”SEC EDGAR · source published 2023-05-08Open evidence and decision trail
Event date Assessment published First observed
Adobe launched Firefly, its own commercially-safe generative model embedded in Creative Cloud, turning gen-AI into an opportunity — even as standalone image generators fueled fears AI could disrupt its creative-software franchise.
“Generative AI is the next evolution of AI-driven creativity and productivity, transforming the conversation between creator and computer into something more natural, intuitive and powerful.”Adobe · source published 2023-03-21Open evidence and decision trail
Event date Assessment published First observed
Weeks after GPT-4's launch, Microsoft framed advanced AI models plus its Azure OpenAI Service as the start of a new computing cycle set to drive its cloud franchise.
“The world's most advanced AI models are coming together with the world's most universal user interface — natural language — to create a new era of computing.”SEC EDGAR · source published 2023-04-25Open evidence and decision trail
Event date Assessment published First observed
Duolingo launched Duolingo Max, a higher-priced tier built on GPT-4, a clear product benefit; the same AI push later fed an 'AI-first' plan to phase out some contractors that drew public backlash.
“That's why we're excited to take advantage of GPT-4, the newest technology from OpenAI, to make learning with Duolingo even more powerful.”Duolingo · source published 2023-03-14Open evidence and decision trail
Event date Assessment published First observed
C3.ai pivoted hard into generative AI; by its September 2023 suite expansion to 28 domain-specific offerings, management described market interest as staggering, though revenue conversion stayed modest.
“The market interest that we are seeing in C3 Generative AI is staggering.”C3.ai · source published 2023-09-06Open evidence and decision trail
Event date Assessment published First observed
Wiley disclosed a new revenue line from licensing its content to train generative-AI models; a single $23M project lifted fiscal Q4 Learning revenue 18%, turning the LLM boom into a direct monetization channel for its catalog.
“Fourth Quarter Revenue of $170 million was up 18% as reported and at constant currency driven by a $23 million content rights project for training GenAI large language models and continued growth in Academic content and courseware.”SEC EDGAR · source published 2024-06-13Open evidence and decision trail
Event date Assessment published First observed
In its first $3B-plus revenue year, Arm tied record royalty and strong licensing revenue to AI-driven demand for its power-efficient compute technology across data centers and the edge.
“Revenue from licensing was also very strong, driven by multiple high-value agreements and the increased demand for Arm's power-efficient technology for AI from data centers to edge computing.”SEC EDGAR · source published 2024-05-08Open evidence and decision trail
Event date Assessment published First observed
Vertiv attributed accelerating demand across its power, thermal, and IT-systems portfolio to the AI data-center buildout, positioning itself as a key enabler of AI compute infrastructure.
“There are clear indications of an acceleration in AI development that is truly encouraging, and which is driving demand across our entire AI-enabling portfolio of power, thermal, IT systems, infrastructure solutions and services.”SEC EDGAR · source published 2024-10-23Open evidence and decision trail
Event date Assessment published First observed
Robust AI demand drove a strong ramp of Micron's data-center DRAM and high-bandwidth memory (HBM), producing 93% year-over-year revenue growth and record data-center revenue in fiscal Q4 2024.
“Micron delivered 93% year-over-year revenue growth in fiscal Q4, as robust AI demand drove a strong ramp of our data center DRAM products and our industry-leading high bandwidth memory.”SEC EDGAR · source published 2024-09-25Open evidence and decision trail
Event date Assessment published First observed
Demand for AI accelerators fabricated on TSMC's leading 3nm and 5nm nodes drove record Q4 2024 results (revenue up 38.8% year-over-year), with management guiding continued AI-related growth into 2025.
“Moving into first quarter 2025, we expect our business to be impacted by smartphone seasonality, partially offset by continued growth in AI-related demand.”SEC EDGAR · source published 2025-01-16Open evidence and decision trail
Event date Assessment published First observed
AI-optimized server demand drove Dell to record revenue; it booked more than $64B in AI server orders during fiscal 2026 and entered fiscal 2027 with a record $43B backlog.
“We closed more than $64 billion in AI-optimized server orders, shipped more than $25 billion throughout the year, and are entering FY27 with record backlog of $43 billion — powerful proof that our engineering leadership and differentiated AI solutions are winning.”Dell Technologies · source published 2026-02-26Open evidence and decision trail
Event date Assessment published First observed
AI-driven demand for Broadcom's custom accelerators (XPUs) and Ethernet networking generated $12.2B of AI revenue in FY2024, up 220% year-over-year, lifting semiconductor revenue to a record.
“Semiconductor revenue was a record $30.1 billion driven by AI revenue of $12.2 billion. AI revenue which grew 220 percent year-on-year was driven by our leading AI XPUs and Ethernet networking portfolio.”SEC EDGAR · source published 2024-12-12Open evidence and decision trail
Event date Assessment published First observed
The AI compute boom transformed CoreWeave's specialized GPU cloud from a niche business into a hyperscaler, with revenue climbing from $16M in 2022 to $1.9B in 2024 per its pre-IPO S-1.
“Our revenue was $16 million, $229 million, and $1.9 billion for the years ended December 31, 2022, 2023, and 2024, respectively, representing year-over-year growth of 1,346% and 737%, respectively.”SEC EDGAR · source published 2025-03-03Open evidence and decision trail
Event date Assessment published First observed
Surging demand for AI-optimized server and rack-scale platforms drove Supermicro's revenue up 103% year-over-year to a record $3.66B in Q2 FY2024 and a sharp full-year guidance raise.
“While we continue to win new partners, our current end customers continue to demand more Supermicro's optimized AI computer platforms and rack-scale Total IT Solutions.”SEC EDGAR · source published 2024-01-29Open evidence and decision trail
Event date Assessment published First observed
The generative-AI wave catalyzed by ChatGPT drove record Data Center GPU revenue (up 409% year-over-year in Q4 FY2024), making Nvidia's accelerators the backbone of AI compute.
“Accelerated computing and generative AI have hit the tipping point. Demand is surging worldwide across companies, industries and nations.”NVIDIA · source published 2024-02-21Open evidence and decision trail
Event date Assessment published First observed
ChatGPT drove explosive demand for AI-related freelance work on Upwork while raising substitution fears for lower-complexity gigs — a net-mixed effect on the marketplace.
“AI was the fastest growing category on Upwork in the first half of 2023, with generative AI job posts on the platform up more than 1000% in Q2 2023 compared to the end of last year.”Upwork · source published 2023-08-22Open evidence and decision trail
Event date Assessment published First observed
Pearson shares fell on a read-across from Chegg's ChatGPT warning, then recovered after Pearson issued an unscheduled statement framing generative AI as a net opportunity given its content and data.
“As generative AI develops, we expect it to create significant positive opportunities for Pearson, due to our unrivalled depth of content and data.”Pearson plc · source published 2023-05-09Open evidence and decision trail
Event date Assessment published First observed
Days after ChatGPT launched, Stack Overflow banned AI-generated answers as harmful to answer quality; the chatbot's substitution of its Q&A drove a steep traffic decline that contributed to a 28% staff cut in 2023.
“the posting of content created by ChatGPT and other generative AI technologies is substantially harmful to the site and to users who are asking questions and looking for correct answers.”Stack Overflow · source published 2022-12-05Open evidence and decision trail
Event date Assessment published First observed
Chegg disclosed that a March 2023 spike in student ChatGPT use was suppressing new-subscriber growth; the warning erased roughly half its market value overnight and began a decline that erased over 90% of the stock from its peak.
“However, since March we saw a significant spike in student interest in ChatGPT. We now believe it's having an impact on our new customer growth rate.”SEC EDGAR · source published 2023-05-01Open evidence and decision trail
Event date Assessment published First observed
Shutterstock turned generative AI into a product and contributor-compensation revenue line by integrating OpenAI's DALL·E, even as the same technology threatens to commoditize its core stock-photo library.
“We recognize that it is our great responsibility to embrace this evolution and to ensure that the generative technology that drives innovation is grounded in ethical practices.”Shutterstock · source published 2022-10-25Open evidence and decision trail
Event date Assessment published First observed
Getty names generative image AI as a formal risk to its brand, business, and IP in its FY2023 10-K, and sued Stability AI over training on its library — reflecting the threat gen-AI poses to stock-photo licensing.
“The increase use of AI applications such as generative AI technologies that may result in harm to our brand, reputation, business, or intellectual property”SEC EDGAR · source published 2024-03-15Open evidence and decision trail